Client Services Associate

Location: Onsite – Santa Ana, CA 92705Schedule: Monday – Friday, 8:00 AM – 5:00 PMCompensation: $20.00 per HourAbout UsWe are a premier professional services firm dedicated to providing strategic guidance and advocacy for our clients. Our mission is built on transparency, exceptional service, and unwavering support, ensuring a seamless and successful journey for every individual we represent through complex, long-term processes.Position OverviewWe are seeking a Client Account Relationship Manager to join our Santa Ana team.Note: This is not a high-volume call center role.This position focuses on high-touch account management and building enduring, trust-based relationships with clients throughout engagements that can span up to 24 months. The ideal candidate is a professional communicator who excels at organization and possesses a deep commitment to long-term client success.Key ResponsibilitiesDedicated Advocacy: Serve as the primary point of contact for clients throughout the entire lifecycle of their account.Proactive Communication: Maintain consistent outreach via phone and email to provide status updates, answer inquiries, and offer ongoing support.Professional Correspondence: Draft clear, sophisticated professional emails and formal correspondence, ensuring all administrative documentation is accurately tracked.Account Documentation: Maintain meticulous records of all client interactions, milestones, and progress within our internal CRM systems.Relationship Retention: Foster long-term trust and rapport to ensure high levels of client satisfaction and retention over multi-year engagements.Collaborative Support: Identify potential roadblocks in a client's case and collaborate with internal teams to ensure a smooth resolution.QualificationsExperience: Proven background in Account Management, Client Relations, or a specialized, high-level Customer Experience (CX) role.Communication: Exceptional verbal and written communication skills with a focus on professional etiquette.Technical Skills: Proficient in Microsoft Outlook and Word; experience with CRM platforms is a significant plus.Organization: Proven ability to manage a diverse portfolio of accounts while prioritizing tasks effectively.Longevity: Experience handling long-term client projects or engagements in a service or advisory capacity.